Converting a lead to an opportunity

1 Aufgabe

10 Min.

Sichtbar für: All users Applies to: Pega Sales Automation '25

Anfänger

Englisch

Szenario

Terry Mason receives a call from John Brown. John wants to install Interlogix Image Sensors for his small business. Terry is scheduled to have a meeting with John. As a result, Terry wants to convert the lead to an opportunity.

Use the following credentials to log in to the exercise system:

Role	User name	Password
Sales representative	Tmason	rules

Your assignment consists of the following tasks:

Task 1: Convert the lead to an opportunity.

Task 2: Confirm your work.

Challenge-Schritte

Genaue Übungsschritte

1 Convert the lead to an opportunity

Log in to your exercise system as the sales representative Terry Mason.
On the left, from the Explorer panel, select Leads to open the leads page, then select the Individual Leads tab.
Click the lead for John Brown to open the lead.
Select Actions > Convert lead.
On the Convert lead section, Complete the Convert lead settings by using the following values:
1. Contact: To existing contact
2. Existing contact: John Brown
3. Opportunity: To new opportunity
4. Opportunity name: Interlogix Image Sensors for John Brown
5. Amount: 9200
6. Close date: <enter a future date>
Click Submit to convert the lead.

In der folgenden Mission verfügbar:

Pega Sales Automation Foundation v11

Zur Mission zurückkehren Mission fortsetzen

Hilfe erhalten

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